we talk about the geico commercials. this was an unbelievable success. the success goes to the automakers themselves. obviously somebody like auto nation, he addressed everything there. they look at the domestics, you look at the imports and luxury market all up double digit percentage. impressive numbers. when you look at the names in this category, i go for the one that trades at the highest p/e. i like carmax the best. >> let's talk jcpenney, the retailer reporting a 10% increase in november same-store sales. >> a couple things, first of all, i have no position in the stock, much to your chagrin and disappointment. >> i'm trying to keep up with the moves. >> sometimes it's tough to do. i'll make them slower next time for you. in any event, 10% same-store sales gain you have to be careful about this. you don't know if they're profitable gains. we note they were extremely promotional as most of retail was. they had to get people in the store. that's going to drive it. the jury is still out on this one. also you have to watch inventories. the stock trade